You just received a substantial sum of money. How would you invest it?
I would invest in something that offered moderate current income and was very safe
I would invest in something that offered high current income with a moderate amount of risk.
I would invest in something that offered high total return (current income plus capital appreciation) with a moderately high amount of risk.
I would invest in something that offered substantial capital appreciation even though it had a high amount of risk.

Which of the following statements best describes your reaction if the value of your portfolio suddenly declined 15%?
I would be very concerned because I cannot accept fluctuations in the value of my portfolio
If the amount of income I received was unaffected, it would not bother me
I invest for long-term growth but would be concerned about even a temporary decline
I invest for long-term growth and accept any temporary changes due to market fluctuation

Which of the following investments would you feel most comfortable owning?
Certificates of Deposit
U.S. Government Securities
Stocks of older, established companies
Stocks of newer, growing companies

How optimistic are you about the long-term prospects for the economy?
Pessimistic
Unsure
Somewhat optimistic
Very optimistic

Risk Tolerance Total:

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